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Schwab US Large-Cap Value ETF

950 hedge funds and large institutions have $11B invested in Schwab US Large-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 331 increasing their positions, 337 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.36% less ownership

Funds ownership: 74.55%74.19% (-0.36%)

2% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 337

Holders
950
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$79.8M
2 -$72.8M
3 -$34.6M
4
SEI Investments
SEI Investments
Pennsylvania
-$31.6M
5
CI
CX Institutional
Indiana
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
776
Commerce Bank
Missouri
$216K
LEFP
777
Leading Edge Financial Planning
Tennessee
$215K
Empower Advisory Group
778
Empower Advisory Group
Colorado
$215K
AP
779
Appleton Partners
Massachusetts
$214K
FSBI
780
Fearless Solutions (Best Invest)
Texas
$214K
FFA
781
First Foundation Advisors
California
$211K
CPA
782
Capital Performance Advisors
California
$211K
SWA
783
Serenus Wealth Advisors
California
$210K
HC
784
Hamilton Capital
Ohio
$210K
GA
785
GoalVest Advisory
New York
$210K
FFWA
786
FRG Family Wealth Advisors
Washington
$209K
CL
787
CVFG LLC
Indiana
$209K
VA
788
VestGen Advisors
Illinois
$209K
TCIIS
789
TIAA-CREF Individual & Institutional Services
New York
$209K
WMN
790
Wealth Management Nebraska
Nebraska
$207K
FA
791
FSA Advisors
Michigan
$206K
SIC
792
Salem Investment Counselors
North Carolina
$206K
SCM
793
Saxony Capital Management
Missouri
$206K
CAG
794
Crestwood Advisors Group
Massachusetts
$206K
PFA
795
Perryman Financial Advisory
Texas
$205K
FVIM
796
Fort Vancouver Investment Management
Washington
$205K
Qube Research & Technologies (QRT)
797
Qube Research & Technologies (QRT)
United Kingdom
$203K
Legacy Financial Group (Iowa)
798
Legacy Financial Group (Iowa)
Iowa
$202K
BAM
799
Belpointe Asset Management
Nevada
$201K
APFP
800
Action Point Financial Planning
Michigan
$201K